INVESTMENT ADVISER¶

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Moving averages method¶

Implementation based on the Mark Minervini Trend Template. Author had found that these conditions indicates that the stock is ready to potentially be bought and go on a massive run. It could be a good start point for trading.

Program evaluates and compares 52 week Low and High prices as well.

Tickers checked: 95

Recomendations for buying:

   Stock  50 Day MA  150 Day Ma  200 Day MA  52 Week Low  52 week High
0    CVX     166.38      140.56      130.26    91.491524    178.279999
1    XOM      87.66       75.49       70.69    50.938484     99.089996
2    OKE      67.08       63.01       61.08    47.143963     72.591393
3    WWE      61.14       55.87       55.67    46.839497     67.173523
4    OLN      58.65       55.37       53.79    40.311237     66.919998
5    PBR      13.05       10.96       10.18     6.629016     14.800000
6   ITUB       5.25        4.64        4.57     3.593598      5.851902
7    OXY      60.96       45.20       41.08    21.840624     70.726555
8     ET      11.21        9.78        9.61     7.875857     12.010000
9    KMI      18.98       17.32       17.01    14.782840     20.020000
10   GGB       5.84        5.21        5.04     4.023648      6.373935
11   PCG      12.22       12.03       11.53     8.290000     13.030000
12   SLB      41.93       37.40       35.47    26.035942     48.035000
13   RIG       4.19        3.71        3.70     2.760000      5.080000
14   BKR      34.72       29.58       28.13    19.117956     38.532143
15   AUY       5.54        4.76        4.60     3.751836      6.280000
16   MPC      90.88       76.48       72.41    49.268764    105.620003
17  CTRA      29.71       23.90       22.45    13.301115     35.520000

We chose one company to show an example.¶

Last days stock prices:
                 Open       High        Low      Close      Volume  Adj Close
Date                                                                         
2022-05-25  94.580002  96.529999  94.470001  96.300003  29947800.0  96.300003
2022-05-26  96.599998  97.430000  96.199997  96.639999  24314800.0  96.639999
2022-05-27  95.949997  97.930000  95.300003  97.589996  25588800.0  97.589996
2022-05-31  98.559998  99.779999  95.709999  96.000000  44888100.0  96.000000
2022-06-01  97.019997  98.709999  96.620003  97.839996  25815400.0  97.839996

Let's explore the company!¶

Exxon Mobil Corporation (XOM)¶

Sector(s): Energy Industry: Oil & Gas Integrated Full Time Employees: 63,000

Financial chart below describes open, high, low and close prices for a given date. The boxes represent the spread between the open and close values and the lines represent the spread between the low and high values.¶

Earnings¶

Financials¶

Balance¶

Cashflow¶

Dividends¶

We decided not to show quarterly dividends and to show average dividends rate per year instead. The purpose of this decission is to have a clear view of a trend.

Institutional holders¶

Bidirectional LSTM model¶

Allows the LSTM model to learn the input sequence both forward and backwards and concatenate both interpretations.

RMSE OF THE MODEL:  0.44572582650691905
MEAN ABSOLUTE ERROR OF THE MODEL:  1.3377112665920392

Predicting future¶

14 days period

Close Predicted
Date
2022-06-02 97.669998 96.603787
2022-06-03 99.089996 96.902180
2022-06-06 98.839996 97.435511
2022-06-07 103.370003 97.517571
2022-06-08 104.589996 97.567129
2022-06-09 102.330002 97.589141
2022-06-10 100.459999 97.590554
2022-06-13 95.849998 97.467303
2022-06-14 96.099998 97.400601
2022-06-15 94.889999 97.324067

Conclusions¶

Stock price on 2022-06-01 was 97.839996 USD per stock.

Investor has 5000 USD available to invest. In this case, investor is able to buy 51 stock and pay 4989.83 USD.

If investor had used our recomender and invested in stocks on 2022-06-01 and, of course, was patient and lucky enough, he would have earned 344,25 USD. It is 6,89 % in a few days.